Kelli Mesi

Experience

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  Citi Smith Barney

  Apr 2007 - Aug 2007

  Wealth Management and Financial Planning Analyst

  Led the ACAT filings workstream for a transfer of a high net worth book of business from an outside institution

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  Merrill Lynch Trust Company

  Jan 2008 - Jun 2008

  Merrill Lynch

  Provided sales support in a multi-billion dollar trust business to Internal Trust Specialists for over 16,000 Financial AdvisorsAnalyzed CMAT/TIRA opportunity reports via use of Salesforce.com and presented findings to management

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  Merrill Lynch

  Jun 2008 - Mar 2011

  Trained Financial Advisors by explaining the specific features and benefits of various platforms to determine the best fit for their clientsEarned top performance rating for targeted campaign calls Developed appropriate investment strategies based on individual client’s financial goals and risk toleranceEarned a perfect record for daily trade execution targets

  • Assistant VP, Internal Wealth Management Specialist

    Mar 2010 - Mar 2011

  • Investment Services Advisor

    Jul 2009 - Mar 2010

  • Investment Services Advisor

    Jun 2008 - Jul 2009
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  Merrill Lynch

  Mar 2012 - Oct 2015

  VP, Associate Wealth Management Specialist

  Serves as the managed product expert for over a thousand Merrill Lynch financial advisors across eleven states, which is the largest territory within the entire practiceConsistently earns top marks every quarter per the manger led Quarterly Scorecard which quantitatively measures business development, sales campaigns, and personal effectivenessIncreases managed business platform participation by delivering tailored in-person office presentations across the Heartland regionAnalyzes a financial advisor’s book of business to help to build scale and efficiency by proposing custom portfoliosFulfills a key role on the Financial Advisors’ teams for guidance on building customized portfolios for each individual clientFine tunes the delivery model of the Merrill Lynch One program by providing insightful feedback on training and marketing materialsEarns top survey feedback from Financial Advisors per Merrill Lynch’s Survey of Specialist & Banker Support Show less

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  BNY Mellon

  Oct 2015 - now

  Strategic Account Manager